Financial Solutions Advisor Client Impact
Job in
Ridgefield, Fairfield County, Connecticut, 06877, USA
Listed on 2026-07-15
Listing for:
Bank of America
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Ridgefield, CT is seeking a financial advisor to triage client leads, meet with clients to review goals, and build tailored financial plans using brokerage products. You will refer appropriate banking and investment solutions to partners based on client needs and asset thresholds, while applying licenses and trainings.
The role emphasizes regulatory due diligence, relationship building, and coaching of referral partners in a fast-paced environment.
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